Latest Institutional Transactions on Wisdomtree Floating Rate Treas (USFR)
This table provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.91K- 21.13% |
$297K - $298K
|
22.1K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.02% |
$151 - $151
|
19.3K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
20KNew |
$1.01M - $1.01M
|
20K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.85K- 15.81% |
$244K - $245K
|
25.8K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
608+ 10.12% |
$30.5K - $30.7K
|
6.62K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.06K+ 6.36% |
$154K - $154K
|
51.2K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 15.49% |
$10.8M - $10.9M
|
1.18M
$59.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-4.45K- 16.01% |
$224K - $225K
|
23.4K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
902+ 0.48% |
$45.3K - $45.5K
|
191K
$9.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
475KNew |
$23.8M - $24M
|
475K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-56.5K- 29.83% |
$2.84M - $2.85M
|
133K
$6.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-3.2K- 37.79% |
$161K - $161K
|
5.27K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.4KNew |
$521K - $524K
|
10.4K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.1K- 31.74% |
$2.62M - $2.63M
|
112K
$5.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.8KNew |
$741K - $745K
|
14.8K
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 5.65% |
$68.9K - $69.2K
|
22.9K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 6.63% |
$60.1K - $60.4K
|
19.2K
$969K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
253K+ 10.93% |
$12.7M - $12.8M
|
2.57M
$130M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-307- 50.58% |
$15.4K - $15.5K
|
300
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
21.1K+ 104.61% |
$1.06M - $1.06M
|
41.2K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-110K- 13.9% |
$5.53M - $5.56M
|
682K
$34.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
421KNew |
$21.2M - $21.3M
|
421K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
518KNew |
$26M - $26.1M
|
518K
$26.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
34KNew |
$1.71M - $1.71M
|
34K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12.8KNew |
$644K - $647K
|
12.8K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.32K- 10.87% |
$116K - $117K
|
19K
$958K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-120K- 16.45% |
$6.01M - $6.04M
|
608K
$30.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
241K+ 21.43% |
$12.1M - $12.2M
|
1.37M
$68.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
37.1KNew |
$1.86M - $1.87M
|
37.1K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
340+ 2.62% |
$17.1K - $17.2K
|
13.3K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
960+ 7.81% |
$48.2K - $48.4K
|
13.3K
$668K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.58K- 0.43% |
$230K - $231K
|
1.05M
$52.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
116KNew |
$5.83M - $5.86M
|
116K
$5.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-311- 0.51% |
$15.6K - $15.7K
|
61.1K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3K- 16.22% |
$151K - $151K
|
15.5K
$781K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.5K- 72.17% |
$526K - $528K
|
4.04K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-74.9K- 10.82% |
$3.76M - $3.78M
|
617K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.71MNew |
$287M - $288M
|
5.71M
$288M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 2.5% |
$60.1K - $60.4K
|
49K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
223K+ 31.71% |
$11.2M - $11.2M
|
924K
$46.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
141KNew |
$7.09M - $7.12M
|
141K
$7.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.77K- 15.36% |
$290K - $291K
|
31.8K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.24K- 1.42% |
$213K - $214K
|
293K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
497+ 41.42% |
$25K - $25.1K
|
1.7K
$85.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.1KNew |
$960K - $965K
|
19.1K
$964K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-17.4K- 6.02% |
$876K - $880K
|
272K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.9K+ 7.91% |
$145K - $146K
|
39.5K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
51K+ 38.73% |
$2.56M - $2.57M
|
183K
$9.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.9MNew |
$95.7M - $96.1M
|
1.9M
$96M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-461- 0.99% |
$23.2K - $23.3K
|
46.3K
$2.33M
|